ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,560 $549K 0.03% +479 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,522 $543K 0.05% 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,493 $538K 0.03% -936 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,461 $533K <0.01% +578 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,427 $528K 0.01% -96 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,406 $525K 0.02% +285 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,402 $524K 0.09% +20 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,393 $523K 0.12% +296 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,385 $522K 0.01% -358 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,377 $521K 0.02% +95 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,378 $521K 0.04% -98 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,375 $520K 0.03% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,372 $520K 0.02% +7 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 3,367 $519K 0.05% -143 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,348 $516K 0.01% -244 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,331 $513K <0.01% +235 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,307 $510K 0.04% -858 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,304 $509K <0.01% +48 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,256 $502K 0.26% +1,646 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 3,250 $501K 0.14% +200 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,228 $497K 0.22% +1,172 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,217 $496K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,188 $491K 0.01% +385 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,173 $489K 0.01% +1,267 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,176 $489K 0.05% -18,695 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,155 $486K 0.01% +1,459 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,150 $485K 0.1% +650 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,145 $485K <0.01% +1,549 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,135 $483K 0.18% +25 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,437 $481K 0.01% +17 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,116 $480K 0.01% -322 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,096 $477K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,072 $473K 0.01% +910 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 3,039 $468K 0.12% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,037 $468K 0.01% +2 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 3,030 $467K 0.08% +2,975 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,016 $465K <0.01% -525 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,014 $464K 0.01% +27 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,958 $456K 0.01% -360 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,949 $454K <0.01% -383 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,944 $454K <0.01% +1,051 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,894 $446K 0.04% +33 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,872 $443K 0.1% +121 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 2,856 $440K <0.01% -9,987 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,839 $438K 0.01% +434 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,793 $430K 0.01% -812 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,792 $430K 0.01% +426 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,779 $428K 0.01% +1,574 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,670 $411K 0.09% -3,154 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,564 $397K 0.02% +638 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,568 $396K 0.01% -514 13F-HR Timeline Group BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,565 $395K 0.15% +1,146 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,533 $392K 0.02% +394 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,520 $388K 0.19% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,498 $385K 0.02% -328 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,483 $383K 0.21% +591 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 2,422 $373K 0.01% +660 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 2,418 $373K 0.26% 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,414 $372K <0.01% -6,956 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,413 $372K 0.05% -262 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,363 $364K 0.01% +1,063 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 2,360 $364K 0.02% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,357 $363K 0.01% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,354 $363K 0.01% new 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,343 $361K 0.27% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,126 $359K 0.01% -17 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,229 $357K 0.09% -795 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,292 $353K 0.01% -4,791 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,285 $352K 0.24% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,278 $351K 0.01% +291 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,275 $351K 0.05% -2,445 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,263 $349K 0.03% +55 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,262 $349K 0.01% -557 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,230 $344K 0.01% +139 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,215 $342K <0.01% +19 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,196 $338K 0.01% +156 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,193 $338K 0.02% +17 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,153 $332K 0.18% +625 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,141 $330K 0.01% +162 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,128 $328K 0.02% +156 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,094 $323K 0.14% +31 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,080 $321K 0.01% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,073 $319K 0.01% +694 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,071 $319K 0.06% -131 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,067 $319K 0.06% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,039 $314K 0.03% +333 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,018 $311K 0.01% +16 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,997 $308K <0.01% -10 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,987 $306K 0.01% +285 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,973 $304K 0.01% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,925 $297K 0.13% -513 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,923 $296K 0.13% -25 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,913 $295K <0.01% -767 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,897 $292K 0.03% -760 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,883 $290K 0.07% -404 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,881 $290K 0.01% +508 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,861 $287K 0.03% +544 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,849 $285K 0.06% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,845 $284K 0.03% -3,896 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,840 $284K 0.06% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,831 $282K <0.01% -78 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,820 $280K 0.03% +173 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,816 $280K 0.01% +488 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,805 $278K 0.01% +456 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,800 $277K 0.03% -2,800 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,797 $277K <0.01% -2 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,784 $277K <0.01% +466 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,781 $274K 0.02% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,765 $272K 0.01% +29 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,661 $270K <0.01% +206 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,750 $270K 0.07% +270 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,733 $267K 0.01% +25 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 1,726 $266K 0.07% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,726 $266K 0.09% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,723 $266K 0.01% +105 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,718 $265K <0.01% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,711 $264K 0.08% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,710 $264K <0.01% -3,009 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,696 $261K <0.01% +85 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,687 $260K 0.04% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,681 $259K 0.01% +1,656 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,680 $259K <0.01% -3,216 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,677 $258K 0.01% +309 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,673 $258K <0.01% +219 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,632 $258K 0.01% -1,053 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,670 $257K 0.14% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,665 $257K <0.01% -184 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,656 $255K 0.01% +15 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,645 $254K <0.01% -1,102 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,635 $252K 0.01% +150 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,628 $251K 0.08% -7 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,623 $250K 0.08% +50 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,620 $250K 0.01% +354 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,611 $248K 0.05% +510 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,603 $247K 0.01% +758 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,600 $247K 0.08% -166 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,600 $247K 0.12% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,595 $246K 0.02% -812 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,594 $246K <0.01% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,587 $245K 0.04% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,587 $245K <0.01% -24 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,582 $244K 0.16% -1,993 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,571 $242K <0.01% -380 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,558 $240K 0.02% +3 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,558 $240K <0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,523 $235K <0.01% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,519 $234K <0.01% -1,134 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,515 $233K 0.01% new 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 1,509 $233K +29 Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,490 $230K 0.13% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,487 $229K 0.02% -4,287 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,486 $229K <0.01% -84 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,484 $229K <0.01% -41,977 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,469 $226K 0.03% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,467 $226K <0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,450 $224K 0.01% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,436 $221K 0.05% -4,861 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,426 $220K <0.01% +50 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,379 $213K 0.09% +196 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,372 $211K 0.14% -26 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,372 $211K 0.01% +44 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,367 $211K 0.01% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,367 $211K <0.01% -225 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 1,355 $209K 0.06% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,350 $208K 0.02% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,339 $206K 0.01% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,311 $202K 0.01% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,273 $201K 0.09% -405 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,298 $200K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,285 $198K <0.01% +340 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,243 $192K <0.01% +136 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,242 $191K <0.01% +135 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,239 $191K <0.01% +14 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,145 $176K 0.03% -8,473 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,050 $162K 0.05% 0 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,024 $158K 0.01% -75 13F-HR Timeline Group J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 1,022 $158K 0.01% +514 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,014 $156K 0.02% 0 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 968 $149K 0.01% -233 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 938 $145K <0.01% +119 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 910 $140K 0.01% +16 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 765 $118K <0.01% +400 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 755 $116K 0.05% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 750 $115K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 743 $115K 0.03% +76 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 696 $107K 0.01% -10 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 667 $103K -4,061 Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 665 $102K 0.04% +648 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 646 $100K <0.01% -16 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 647 $99.7K <0.01% -62 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 626 $96.5K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 618 $95.3K <0.01% +60 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 581 $89.5K 0.08% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 564 $86.9K <0.01% +176 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 558 $86K <0.01% +210 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 531 $81.8K <0.01% -212 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 502 $77.4K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 498 $76.7K 0.02% -37 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 473 $72.9K <0.01% +117 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 465 $71.7K 0.01% 0 13F-HR Timeline